Summary of results overview
This section is designed to give a high level overview of the client/s position, strategy recommendations and the benefit of advice. The outputs created within this section are used to generate the relevant strategy paper documentation.
This page is broken down into the following sections:
| Output | Purpose |
|---|---|
| Projections | To give users a year by year snapshot of a client/s financial position across a range of categories, such as assets, debt, retirement products, & cashflow. |
| Strategy | To outline the recommendations within the model, at both a strategy and product level. |
| Retirement adequacy | To outline the expected retirement outcome. |
| Probability analysis | To outline the range of potential outcomes, based on the uncertainty of investment returns. |
| Asset allocation | To highlight the asset allocation position within each product/tax entity. |
| Benefit of advice | To outline the benefit of adviser recommendations. |
| Model comparison | To provide insight into the net benefit of advice recommendations across a range of different metrics such as; tax, social secruity, fees, investment growth. |
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